What is the #1 question we’re getting about RFPs from clients and prospects lately? Is it a tactical question about time management, contradictory requirements, or formatting? Or a high-level question about managing stress and continuous improvement?

On this episode of The RFP Success Show, Lisa Rehurek tackles some of the most frequently asked questions about navigating RFPs. From mastering time management to handling contradictory requirements and managing stress, Lisa shares her expert advice to help you streamline your RFP response process.

Key Takeaways

• Mastering Time Management

  • Create a Timeline: Break tasks into manageable chunks and work backwards from the due date to ensure timely completion.
  • Prioritize Critical Sections: Focus on the evaluation criteria and allocate time accordingly.
  • Set Milestones: Establish key checkpoints and create a calendar with blocked time for uninterrupted work.

• Navigating Contradictory Requirements

  • Clarify with Issuer: Use the Q&A period to address any contradictions and avoid confusion.
  • Document Everything: Keep thorough records of clarifications and decisions for future reference.
  • Use a Compliance Matrix: Develop a matrix to track requirements and identify contradictions early.

• Response Formatting Strategies

  • Understand Guidelines: Build your response template to meet formatting requirements from the start.
  • Be Creative Within Constraints: Use visuals and bullet points to make your proposal engaging while adhering to guidelines.
  • Create and Customize Templates: Maintain a library of templates to streamline response preparation and ensure clarity.

• Stress Management Techniques

  • Take Breaks: Regular breaks can boost creativity and reduce stress.
  • Stay Organized: Keep all documents and drafts well-organized to avoid chaos.
  • Celebrate Small Wins: Recognize and celebrate progress to maintain motivation.
  • Commit to Continuous Improvement: Post-submission reviews help refine your process for future RFPs.

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  Resources

LIMITED TIME: RFP FLASH AUDIT

The Role of Contracts in Successful Prime + Sub Partnerships on RFP Success EP036

How to Develop Your RFP Pricing Strategy on RFP Success EP081

How to Make a FOIA Request

Book a Call with the RFP Success Company

Dare to Be Influential: Maximizing Your Positive Influence While Still Being True to You by Lisa Rehurek

The RFP Success Book by Lisa Rehurek

The RFP Success Institute